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Flagship Wealth Advisors’s American Express AXP Stock Holding History

Flagship Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$330K Buy
975
+464
+91% +$149K 0.07% 116
2026
Q1 		$163K Sell
511
-484
-49% -$162K 0.07% 116
2025
Q4 		$368K Buy
995
+464
+87% +$166K 0.11% 92
2025
Q3 		$176K Sell
531
-505
-49% -$161K 0.06% 130
2025
Q2 		$331K Hold
1,036
– – 0.12% 85
2025
Q1 		$279K Hold
1,036
– – 0.12% 91
2024
Q4 		$308K Buy
+1,036
New +$298K 0.18% 72

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Flagship Wealth Advisors's AXP Position: Q2 2026 in Review

Flagship Wealth Advisors increased its American Express (AXP) stake by 91% in Q2 2026, buying an estimated $149K and bringing the position to 975 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #116.

Flagship Wealth Advisors first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $368K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Flagship Wealth Advisors held 975 shares of American Express worth $330K as of Q2 2026.
  • Flagship Wealth Advisors bought 464 American Express shares in Q2 2026, an estimated $149K.
  • American Express made up 0.07% of Flagship Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • Flagship Wealth Advisors first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's American Express position peaked at $368K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.